Textainer Group Holdings Limited Message Board
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Thoughts on conference call...
I founds several positives in the call and the selling seems to be a bit of an overreaction IMHO. Your thoughts?
Sentiment: Hold
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I believe the dividends were paid on a 41% or 45% upside capture. This company has been profitable for 27 years, a remarkable performance for any company, and since the 2007 IPO has maintained through a very down shipping sector decline, dividends stayed strong. They will remain the leader, and expand revenue growth...I am making a purchase next week, my view it's a good dividend and growth stock at fair value.
Bottom line, there is more room for revenue growth upside capture as the sector turns around.Sentiment: Buy
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It's run up hugely in the past month, and this was a solid but not stellar report, combined with the lowest quarterly dividend increase since early 2010. I think we're just retracting some of the last month's gains.
- 2 Replies to dwiggd
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"...combined with the lowest quarterly dividend increase"
In the current market, the fact that we can find ANY company increasing divi's is plus! -
I'm impressed that the volume today, for such a large move, is so low, So maybe is just profit taking and everyone else just looking trying to figure out why it went down so much.
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